SERVICE DESCRIPTION: Optus Mobility Consultancy Service This Service Description forms part of Optus' Standard Form of Agreement pursuant to the Telecommunications Legislation. This Service Description for the Optus Mobility Consultancy Services comprises of the following Parts: Part 1: Service Family Terms (applicable to all Mobility Consultancy Services); and Part 2: Service Option Terms. The Service Option Terms are separate terms applicable to each of the following Optus Mobility Consultancy Service Options and are to be read in conjunction with both the General Terms and the Service Family Terms: Enterprise Mobility Health Check Service Enterprise Mobility Strategic Planning Service Enterprise Mobility Solutions Advisory Service Enterprise Mobility Business Transformation Service Service Description- Mobility Consultancy Service 1 14 September 2015 SERVICE FAMILY TERMS: Optus Mobility Consultancy Service If there is any inconsistency between the terms of the documents that form the Agreement, they will be interpreted in the following order of precedence: the Standard Pricing Table, the Service Option Terms, the Service Family Terms, the General Terms and the associated statement of work, except to the extent of any inconsistency in pricing or modification to the scope of the service features (in which case the statement of work overrides the Standard Pricing Table and Service Option Terms, as applicable). 1. SERVICE FAMILY 1.1 Service Description The Optus Mobility Consultancy Service is a set of four consultancy packages aimed at assisting You through various stages of your mobility adoption. The Optus Mobility Consultancy Service suite of packages are designed to assist organisations to objectively assess the deployment of their enterprise technology, review or formulate their mobility strategy or evaluate their current workflow processes. Customers can choose one or more packages. This Service Description document describes the service offerings in detail, including itemised service catalogue items and optional services. 2. OPTUS GROUP COMPANY The Optus Mobility Consultancy Service is supplied by Optus Networks Pty Limited, (ABN 92 008 570 330) an Optus Group Company. 3. SERVICE OPTIONS Each service package is a Service Option as follows: Enterprise Mobility Health Check Service Enterprise Mobility Strategic Planning Service Enterprise Mobility Solutions Advisory Service Enterprise Mobility Business Transformation Service 4. OPTIONAL SERVICE FEATURES 4.1 The following optional service features can be selected if they are required in addition to the inclusions of the above Service Options. The availability, terms, scope and charges for these services are as specified in the Application Form: (a) Optional Professional Services; Optional Service Details 1 Additional consultancy services not in scope 2 Additional project management services not in scope 3 Additional workshops not in scope 4 Additional travel related costs not in scope Service Description- Mobility Consultancy Service 2 14 September 2015 5. SERVICE CHARGES The charges for the Service are set out in your Application and are charged upfront from the original Service Start Date. 5.1 You may choose, in Your Application, to have any of the additional services set out in the table below. The charges for these additional services will be set out in Your Application. Optional Service Details 1 Additional consultancy services not in scope 2 Additional project management services not in scope 3 Additional workshops not in scope 4 Additional travel related costs not in scope If we perform any beyond scope services, requested by You, such Services will be charged on a time and materials basis at our then current prevailing rates. 5.2 Service Implementation Optus may vary the Service or any term of this Service Description if reasonably required to do so for technical, operational or commercial reasons. 6. COMMITTED TERM The period commencing on the Service Start Date and ending when the services are complete, or 12 months from the Service Start Date, whichever occurs first. 7. GETTING STARTED (a) Your Application will contain: (i) your selected Service Option(s), the charges, and any applicable features and characteristics; and (ii) a Target Service Start Date (where applicable) (b) Optus will use reasonable endeavours to meet the Target Service Start Date, as set out in the Application, however Optus does not make any warranty, representation or guarantee as to the accuracy of this date. (c) In order to help ensure that the Service commences by the Target Service Start Date, you must make available all appropriate resources in a timely manner to enable the completion and ensure that the Target Service Start can be achieved. (d) If service commencement is delayed due to your failure to take all reasonable steps in supporting the kick-off process or your failure to provide all requested information, Optus may, at its option: (i) withdraw its acceptance of your Application and cancel the Service/s; or (ii) commence charging upfront for the Service from the original Target Service Start Date; or (iii) set a new Target Service Start Date Service Description- Mobility Consultancy Service 3 14 September 2015 8. SERVICE COMMENCEMENT The Service Start Date is the date in which the first meeting or workshop is set and agreed to by your Optus Mobility Consultant and your business and/or IT stakeholders. 9. CANCELLATION FEE 9.1 Where the Service is cancelled during the engagement period and a Cancellation Fee is payable under the General Terms, you are required to pay Optus an amount equal to the net present value of: (a) the profit component of all amounts that would have been payable in respect of the upfront charge for the relevant Service; plus (b) all amounts that will be incurred by Optus as a result of the cancellation; plus (c) any unavoidable third party costs incurred by Optus in respect to the relevant Service for the remainder of the proposed timeline from the date cancellation takes effect; unless a different formula or a specified amount is otherwise expressly provided in the Standard Pricing Table or your Application. 10. CUSTOMER SERVICE SUPPORT Your Optus Consultants are available during local business hours to answer questions you may have on the Optus Mobility Consultancy Service. 11. SERVICE REBATES Service Rebates are not available for Mobility Consultancy Services. 12. CUSTOMER OBLIGATIONS In order for Optus to provide the Service You must: (a) provide timely notification of changes to IT policies and procedures, business requirements, facilities, projects or strategic direction likely to impact on the provided service (b) ensure that your users are aware of the scope of the Services and the related procedures, as defined by Optus' documentation. (c) the required personnel or equivalent nominated person/s are available at the designated locations at the agreed date/s and time/s. (d) ensure Optus Personnel or its representatives, have full and safe access to your Sites as required for the purpose of providing the Service and in accordance with applicable Work Health & Safety (WH&S) guidelines for safe working environments. Notwithstanding any other provision in the Agreement, Optus will not be in breach of the Agreement or otherwise liable to you as a result of any delay or other failure in performance of its obligations under the Agreement if and to the extent that such delay or other failure is caused by or arises from: (e) your non-performance, delayed performance or other breach of your obligations under the Agreement; (f) the delayed arrival or non-arrival of information or data from you; (g) information or data supplied by you being faulty, damaged or incorrectly prepared; (h) errors in programs, coding information or operating instructions supplied by you, including any failure of or defects in your systems; Service Description- Mobility Consultancy Service 4 14 September 2015 (i) any failure by you to obtain all necessary rights and licences in relation to the Intellectual Property Rights of third parties, unless those Intellectual Property Rights relate to goods supplied to you by Optus; (j) any act or omission of you or your Related Bodies Corporate that has an adverse effect upon the performance by Optus of its obligations under the Agreement. 13. PROJECT MANAGEMENT 13.1 As part of the Service, Optus will appoint a Project Manager who is authorised to act as the primary facilitator to ensure that all parties are meeting their obligations under the Agreement. 13.2 You will appoint a representative authorised to represent your organisation in all matters relating to the subject matter of this Agreement. Your Representative will facilitate the scheduling of meetings between your employees, management or directors as may be necessarily required or requested by the Optus appointed Project Manager. 14. DELIVERED REPORTS For the term of this Agreement Optus grants you a royalty free, non-exclusive, non-transferable licence to use the intellectual property contained in the reports. 14.1 Optus will keep a copy of all report/s published as part of the Service. The report's recommendations and observations may be used by the Optus Sales Consultants in the course of discussions with you on how best to deliver any recommended products and/or solutions. 14.2 Global Resources and Privacy (a) 15. You are solely responsible for ensuring your collection, use, disclosure and any other handling of data that occurs in relation to your use of the Service (including its storage) and the information provided to individuals about how their data is handled) complies with all laws; Optus will refer to you any matter raised to Optus, by a third party relating to Personal Information in connection with your use of the Service. You must handle all referred matters at your cost and you agree to indemnify Optus for any loss Optus incurs in respect of any claim or proceedings commenced against Optus by a third party including a Regulator, in relation an individual's Personal Information collected, used, stored or disclosed in relation to your use of the Service. DEFINITIONS Terms not defined in these Service Family Terms are as defined in the General Terms, unless inconsistent with the context. Engagement Period means the date in which the first kick-off workshop commences and ends when the final report is delivered to you. Equipment means the equipment required for Optus personnel to conduct meetings, interviews and presentations. Kick-Off Meeting means the first meeting conducted with your required stakeholders after the signing of the Application Form. Not In Scope means any service not covered in the standard Service Option and is required to fulfil additional Customer requirements. Optus Consultant means your appointed Optus representative this could be an Optus Account Director or an Optus Account Manager. Optus Project Manager means the person appointed by Optus as its authorised representative in connection with this Agreement to coordinate and facilitate timelines and deliverables. Service Description- Mobility Consultancy Service 5 14 September 2015 Professional Services means the performance of the professional service activities specified in the associated Application Form work by suitably qualified resources. Related Service Options means those Service Options that are pre-requisites to obtaining the relevant Service; Service Description means the Service Family Terms and Service Option Terms applicable to the Service. Service Family Terms mean the terms applicable to all Service Options and Associated Services that collectively form the Optus Mobility Consultancy Service as set out in Part 1 of this Service Description. Service Options means the service options detailed at the beginning of this Service Description. Service Option Terms mean the terms applicable to each Service Option only as set out in Part 2 of this Service Description. Site(s) means your nominated site location(s) for the delivery, installation and or commencement of the Service. Target Service Start Date means the date requested by you and/or estimated by Optus and agreed between the parties, as the target date on which the service is intended to be supplied to you in the form of a kick off meeting, as specified in the associated statement of work. Third Party Services Provider means the third party service provider identified in the relevant Service Option Terms. WHS Laws mean applicable legislation dealing with work health and safety in Australian states, territories and the Commonwealth in place from time to time, as well as any regulations, codes of practice and/or advisory standards made under or in connection with the legislation. Your Representative means the person appointed by you as your authorised representative in relation with this Agreement. Service Description- Mobility Consultancy Service 6 14 September 2015 SERVICE OPTION TERMS Service Option: Optus Mobility Consultancy Service: Health Check This Service Option forms part of the Optus Mobility Consultancy Service. The Mobility Consultancy Service description comprises of the following Parts: Part 1: Service Family Terms (applicable to all Optus Mobility Consultancy Services); and Part 2: The Service Option Terms The Service Option Terms are separate terms applicable to each of the Optus Mobility Consultancy Service Options and are to be read in conjunction with both the General Terms and the Service Family Terms: 1. DESCRIPTION OF THE SERVICE OPTION The Health Check is an investigative process to evaluate, identify and document any usage, operational, security & personnel gaps within a nominated and implemented enterprise mobility service. 1.1 The Approach The Health Check consists of up to two key workshops which are conducted on the customer premises on the same day. The workshops involve a discussion with key stakeholders of mobility initiatives to understand the direction and approach the customers' business is taking. Following this there is a technical review of the existing environment benchmarked on industry best practices, suitability of the platform to deliver upon business needs and an assessment of the platform suitability for the particular use. 1.2 Required Customer Resources Customer technical staff (to assist with systems access and analysis), this is usually conducted with the mobility administrator however in some environments this also includes the Exchange/Lotus Notes administration, gateway/networking team and active directory administrator. Helpdesk staff will also be involved if the mobility administrator is unable to articulate the support framework. 1.3 Deliverables Optus will deliver a report at the conclusion of the Engagement Period containing the findings and recommendations (Health Check Report): 1.4 Indicative Project Timeline If Your required resources are made available on the requested and agreed dates, then a Health Check Report timeline will resemble the following: Step Deliverable 1 Hosted workshop #1 including kick-off meeting and workshop with Customer for up to 2 hours. Within 14 days from Your Target Start Date. 2 Hosted workshop #2 Technical review and investigation up to 4 hours. Conducted on the same day as Step # 1. 3 Final version of Health Check Report is presented to Customer. Within 20 days of Step #1. Service Description- Mobility Consultancy Service Due Dates 7 14 September 2015 Service Option: Optus Mobility Consultancy Service: Strategic Planning This Service Option forms part of the Optus Mobility Consultancy Service. The Mobility Consultancy Service description comprises of the following Parts: Part 1: Service Family Terms (applicable to all Optus Mobility Consultancy Services); and Part 2: The Service Option Terms. The Service Option Terms are separate terms applicable to each of the Optus Mobility Consultancy Service Options and are to be read in conjunction with both the General Terms and the Service Family Terms: 1. DESCRIPTION OF THE SERVICE OPTION – STRATEGIC PLANNING Strategic Planning is a package designed to assist customers develop their mobility strategy from conception or it can deliver an objective assessment of your strategy to ensure your mobility journey is benchmarked on industry best practice. 1.1 The Approach The Enterprise Mobility Strategy consists of up to four workshops which are scheduled across four separate days. The first workshop (Kick off meeting) includes key business stakeholders, IT teams and Optus Consultants to establish the boundaries of the engagement, the goals, context and 'scope' of the engagement. From the initial workshops, the Optus Consultants will document the vision and scope for the engagement and present this to the customer for endorsement. This document will indicate timelines and stakeholder involvement requirements which must be satisfied and agreed to before the next phase can commence. Up to three full days of follow-up analysis and discovery workshops will be scheduled once the stakeholders have been nominated by You. These sessions cover the objectives, needs and work environments of the various business stakeholders as well as the technical strategies, directions and goals of the ICT department. Following these discovery and analysis sessions, Optus Consultants will collaborate to analyse the findings and author the strategy document. At times during the strategic analysis Optus may clarify or request additional information from your IT or business stakeholders (this is coordinated via a single contact point within the customer environment). Once analysis is complete, Optus will discuss the findings of the strategic analysis with ICT teams and key business stakeholders (if appropriate) to ensure the strategy addresses any remaining assumptions, clarifications or concerns. Optus will then deliver the strategy and present findings to your stakeholders in a workshop/forum style to discuss the report and strategy at a high level and to ensure all stakeholders are informed. Once the report is delivered and presented, You can choose to proceed to a Solutions Advisory engagement to design the future state of their mobility environment. 1.2 Required Customer Resources The required personnel are nominated by You, they will include key representatives from IT Strategy/Management who drive the engagement and this often includes architects, CIO or senior IT managers depending on the organisation. Mobility administrators are involved (if there is an existing mobility environment) along with business stakeholders from each business unit. The kick-off meeting will identify any additional stakeholders that should be involved in the engagement, they could include field teams, operations staff, office based staff, travelling/remote team representatives however the stakeholders are heavily industry specific focused personnel and usually involve at least one member of each business unit of the organisation. Service Description- Mobility Consultancy Service 8 14 September 2015 1.3 Deliverables (a) 1.4 Optus will deliver: Vision and Scope document. Mobility Strategy document. Presentation of findings. Indicative Project Timeline (a) Step If Your required resources are made available on the requested and agreed dates, then the delivery for the Strategic Planning Report will resemble the following; Deliverable Due Dates 1 Hosted kick-off meeting/workshop #1 with Customer's business/IT stakeholders. Within 14 days from Your Target Start Date. 2 Vision & Scope document covering kick-off meeting and Customer's mobility vision is submitted to Customer for validation and endorsement. Within 7 days of completion of step #1. 3 Customer Workshops #1, #2, & #3 Within 5 days of completion of step #2. 4 Optus Consultants to clarify any assumptions made during Your workshops with Your ICT team Within 3 days of completion of step #3. 5 Final version of Strategic Planning Report is presented to Customer Within 40 days of completion of #1. Service Description- Mobility Consultancy Service 9 14 September 2015 Service Option: Optus Mobility Consultancy Service: Solutions Advisory This Service Option forms part of Optus Mobility Consultancy Service. The Mobility Consultancy Service Description comprises of the following Parts: Part 1: Service Family Terms (applicable to all Optus Mobility Consultancy Services); and Part 2: The Service Option Terms. The Service Option Terms are separate terms applicable to each of the Optus Mobility Consultancy Service Options and are to be read in conjunction with both the General Terms and the Service Family Terms: 1. DESCRIPTION OF SERVICE OPTION – SOLUTIONS ADVISORY Solutions Advisory is a package designed to help organisations to independently validate their formulated strategy against industry best practice. Alternatively if a strategy has been launched and implemented then the Solutions Advisory package will assess if your strategy is progressing and meeting the original intended objectives. 1.1 Approach The first workshop (Kick off meeting) includes key business stakeholders, IT teams and the Optus Consultants to establish the boundaries of the engagement, the goals, context and 'scope' of the engagement. From this one day initial workshop series, the Optus Consultants will document the vision and scope for the engagement and present this for endorsement. This document will indicate timelines and stakeholder involvement requirements which must be satisfied and agreed to before the next phase can commence. Following on from the kick-off meeting, Optus Consultants will gather initial thoughts and run a subsequent workshop to discuss potential solutions, gain further technical understanding of the complexity of the environment and to understand the existing strategy, clarifying any assumptions. This technical workshop process will be conducted for up to two full days to share ideas, discuss scenarios and contextualise the existing mobility strategy. These sessions cover the objectives, needs and work environments of the various business stakeholders as well as the technical strategies, directions and goals of the ICT department. Optus will then run a workshop internally to determine the best fit solution to deliver upon the client's unique requirements. Following these discovery and analysis sessions, Optus Consultants will collaborate to analyse the findings and author the solutions advisory document. At times during the analysis and documentation Optus may clarify or request additional information from stakeholders (this is coordinated via a single contact point within the customer environment). Once analysis is complete, Optus will discuss the findings of the solutions advisory with ICT teams to ensure that the solution addresses any remaining assumptions, clarifications or concerns. 1.2 Required Customer Resources IT Strategy/Management drives the engagement (sometimes via a project management resource) and this often includes architects, CIO or senior IT managers depending on the organisation. Mobility administrators are usually also involved (if there is an existing mobility environment) along with business stakeholders from each business units to validate the strategy and business requirements. The kick-off meeting will also help to identify additional stakeholders that should be involved in the engagement. 1.3 Deliverables (a) Optus will deliver: Vision and Scope document. Service Description- Mobility Consultancy Service 10 14 September 2015 Solutions Advisory report. Presentation of findings. Once the report is delivered and presented, the customer can choose to progress to a Business Transformation engagement to implement and deliver the designed future state mobility environment. 1.4 Indicative Project Timeline (a) Step If the customer's required resources are made available on the requested and agreed dates, then a Solutions Advisory Report timeline will resemble the following: Deliverable Due Dates 1 Review of Customer's existing ICT Mobility strategy Within 7 days from Your Target Start Date. 2 Hosted kick-off meeting/workshop #1 with Customer's business/IT stakeholders Within 7 days of completion of step #1 3 Vision & Scope document covering kick-off meeting and Customer's mobility vision is submitted to Customer for validation and endorsement Within 7 days of completion of step #2 4 Customer workshop #1 – full day Within 5 days of completion of step #3 5 Customer workshop #2 – full day Within 6 days of completion of step #3 6 Optus to clarify any assumptions made during Your workshops with Your ICT team Within 3 days of completion of step #6 7 Final version of Solutions Advisory Report is presented to Customer Within 60 days of completion of Step #2. Service Description- Mobility Consultancy Service 11 14 September 2015 SERVICE OPTION: Optus Mobility Consultancy Service: Business Transformation This Service Option forms part of Optus Mobility Consultancy Service. The Mobility Consultancy Service Description comprises of the following Parts: Part 1: Service Family Terms (applicable to all Optus Mobility Consultancy Services); and Part 2: The Service Option Terms. The Service Option Terms are separate terms applicable to each of the Optus Mobility Consultancy Service Options and are to be read in conjunction with both the General Terms and the Service Family Terms: 1. DESCRIPTION OF SERVICE OPTION – BUSINESS TRANSFORMATION Business Transformation is a package designed to develop and align business process improvements by enabling a mobilised workflow. This package will provide a blueprint which an organisation can utilise to deliver business process optimisation. 1.1 Approach The Mobile Business Transformation package consists of a series of workshops and field trips to understand how the business process and workflow operate. These workshops and field observation trips occur over a number of agreed days. This also includes initial sessions with IT and business stakeholders to commence the engagement with an 'overview' before diving into workflow and process level detail. The first workshop (Kick off meeting) includes key business stakeholders, IT teams and the Optus Consultants to establish the boundaries of the engagement, the goals, context and 'scope' of the engagement. From this one day initial workshop series, the Optus Consultants will document the vision and scope for the engagement and present this for endorsement. This document will indicate timelines and stakeholder involvement requirements which must be satisfied and agreed to before the next phase can commence. Up to three full days (constructed of two hour blocks per business unit) of follow-up analysis and discovery workshops will be scheduled once the stakeholder availability has been confirmed. These sessions cover the objectives, needs and work environments of the various business stakeholders as well as the technical strategies, directions and goals of the ICT department. Following these discovery and analysis sessions, Optus Consultants will liaise with business units to identify the required field observation requirements to observe workflow in practice before documenting and analysing the findings. This often takes up to two days per business process of field observation so the detailed process can be documented and potential improvements can be discussed with the relative stakeholders. At times during the analysis Optus may clarify or request additional information from IT or business stakeholders (this is usually coordinated via a single contact point within the customer environment). Once analysis is complete, Optus will discuss the findings of the business transformation recommendations with ICT teams and key business stakeholders (if appropriate) to ensure the recommendations are in line with expectations and to clarify any remaining assumptions or concerns. Optus will then deliver the Business Transformation report findings to stakeholders in a workshop/forum style environment to explain the report and strategy at a high level and to ensure all stakeholders are informed. 1.2 Required Customer Resources Generally IT Strategy/Management drives the engagement (sometimes via a project management resource) and this often includes architects, CIO or senior IT managers depending on the organisation. Mobility administrators are involved (if there is an existing mobility environment) along with business stakeholders from each business unit. Generally the kick-off meeting will help identify additional stakeholders that should be involved in the engagement but they often include field teams, Service Description- Mobility Consultancy Service 12 14 September 2015 operations staff, office based staff, travelling/remote team representatives, however the stakeholders are heavily industry specific and usually involve at least one member of each 'business unit' of the organisation. 1.3 Deliverables (a) 1.4 Optus will deliver: Vision and scope document. Mobile Business Transformation Report. Presentation of findings. Indicative Project Timeline (a) Step If the customer's required resources are made available on the requested and agreed dates, then a Business Transformation Report timeline will resemble the following: Deliverable Due Dates 1 Hosted kick-off meeting with Customer Within 7 days from Your Target Start Date. 2 Document outlining initial kick-off meeting findings & confirmed deliverables Within 7 days of completion of step #1 3 Vision & Scope document covering kick-off meeting and Customer's mobility vision is submitted to Customer for validation and endorsement. Within 7 days of completion of step #2 4 Customer Full day Workshop #1, #2, #3 Within 7 days of completion of step #3 7 Customer workshop findings Within 7 days of completion of step #4 8 Request and liaison with Customer business and IT stakeholders to observe workflow in practice Within 7 days of completion of step #7 9 Customer field observation trip #1 - full day Within 14 days of completion of step #8 10 Customer field observation trip #2 - full day Within 14 days of completion of step #8 11 Final version of Business Transformation Report is presented to Customer Within [100] days of completion of step #1 Service Description- Mobility Consultancy Service 13 14 September 2015
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